Planlined

Planlined

BART Technologies Inc
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About

Planlined is benefit-proposal software for employee-benefits brokers. It turns carrier quotes, SBCs, invoices and rate sheets into side-by-side comparisons, branded proposal books and employee benefit guides. Launched as BART (Benefit Analysis Reporting Tool) in 2025. Renewal season means re-keying the same numbers from carrier PDFs into spreadsheets and slide decks. Planlined removes that step. Upload the documents you already have and Planlined extracts the plan data into one normalized comparison, flagging anything it is unsure of so you can confirm it against the source page before it reaches a client. From that approved case you export a branded proposal book and an employee enrollment guide, both carrying your agency's logo and colors. Because both come from the same source documents, plan data stays consistent across them. Plans and cases are stored in libraries you can reuse next renewal, and client share links send a comparison without an attachment.

About

benefitsCONNECT is a fully-automated, cost-effective, web-based, benefits enrollment and administration platform that electronically connects brokers, employers, human resource administrators, employees, carriers, and third-party administrators. Our first clients were complex healthcare systems, and we’ve never strayed from our original mission of making it simple to run even the most complicated benefits plans. We bring the same focus, drive and depth of industry knowledge to every part of our client partnerships. We haven't lost a client to the competition in half a decade, and our over 90% client referenceability rating shows that we support our partners for the long haul. When you partner with benefitexpress, you’ll work with the same team from the first day of discovery through ongoing support, backing you with people you trust.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

US employee-benefits insurance brokers, benefits consultants and agency teams, from solo producers to multi-office agencies, who build renewal and new-business proposals for employer groups.

Audience

Organizations searching for an enrollment and administration platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$75/month
First proposal free. Professional: $75/month, or $62/month billed annually ($744/year). Enterprise: custom pricing.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Company Information

benefitsCONNECT
Founded: 2001
United States
www.benefitexpress.info/benefitsconnect

Alternatives

Alternatives

BeneLink

BeneLink

Servarus Systems
EmployerEngage

EmployerEngage

Benefitalign

Categories

Categories

Benefits Administration Features

Claims Management
COBRA Administration
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
Flexible Spending Accounts
FMLA Administration
For Brokers
For Employers
FSA Administration
Health Insurance Administration
HIPAA Compliant
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Benefits Administration Features

Claims Management
COBRA Administration
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
Flexible Spending Accounts
FMLA Administration
For Brokers
For Employers
FSA Administration
Health Insurance Administration
HIPAA Compliant
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Integrations

No info available.

Integrations

No info available.
Claim Planlined and update features and information
Claim Planlined and update features and information
Claim benefitsCONNECT and update features and information
Claim benefitsCONNECT and update features and information